The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2018. Some of the retirement plan-related limitations are changing because the annual cost-of-living increase met the statutory threshold that triggers their adjustment.
The table below provides a few highlights.
For more information, please contact your CAPTRUST Financial Advisor at 800.216.0645.
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
The National Association of Plan Advisors (NAPA) seeks to identify the industry’s top advisors under 40 with their annual list of “Young Guns”. This year, CAPTRUST has 15 advisors in the running for this distinction.
Voting for the 2017 National Association of Plan Advisors (NAPA) Top Women Advisors list is now open! This year, CAPTRUST has 15 advisors in the running for this distinction, and voting closes on Friday, December 1.
This year, CAPTRUST is sponsoring #iGiveCatholic—an online crowdfunding event that brings the community together to give thanks and give back to Catholic parishes, schools, and ministries. The event will be held on November 28.